智通财经APP讯，吉华集团(603980.SH)披露2025年年度业绩预告，公司预计计2025年实现归属于上市 公司股东的净利润为5170万元，同比减少69.64%。公司预计2025年归属于上市公司股东扣除非经常性 损益后的净利润为280万元，同比减少90.76%。 ...

南财智讯1月29日电，吉华集团发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 5170.00万元，同比预减69.64%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为 280.00万元，同比预减90.76%。本期业绩预减的主要原因：公司本期归属于母公司所有者的非经常性损 益净额约为4890.00万元，较去年同期下降65.08%，主要系上期公司全资孙公司响应政府要求，对部分 资产进行拆迁确认资产处置收益15939.43万元。 ...

吉华集团公告称，预计2025年实现归属于上市公司股东的净利润5170万元，同比减少11861.61万元，降 幅69.64%；扣非净利润280万元，同比减少2750.16万元，降幅90.76%。上年同期，公司归母净利润为 17031.61万元，扣非净利润为3030.16万元。本期业绩预减主要因非经常性损益净额约4890万元，较去年 同期下降65.08%，上期全资孙公司资产拆迁确认处置收益15939.43万元。业绩预告未经审计，具体以年 报为准。 ...

格隆汇1月29日丨吉华集团(603980.SH)公布，公司预计2025年实现归属于上市公司股东的净利润为 5,170.00万元，与上年同期（法定披露数据）相比，将减少11,861.61万元，同比减少69.64%；公司预计 2025年归属于上市公司股东扣除非经常性损益后的净利润为280.00万元，与上年同期（法定披露数据） 相比，将减少2,750.16万元，同比减少90.76%。 ...

吉华集团（603980）(603980.SH)披露2025年年度业绩预告，公司预计计2025年实现归属于上市公司股 东的净利润为5170万元，同比减少69.64%。公司预计2025年归属于上市公司股东扣除非经常性损益后 的净利润为280万元，同比减少90.76%。 ...

证券日报网1月28日讯 ，闰土股份在接受调研者提问时表示，我国已成为世界染料生产数量、贸易数量 和消费数量的第一大国，染料产量约占世界染料总产量的70%-75%。国内染料主要产区在浙江省、江苏 省和山东省，行业集中度较高。分散染料主要生产企业为浙江龙盛、闰土股份、吉华集团、安诺其等； 活性染料主要生产企业有闰土股份、浙江龙盛、锦鸡股份等，印度活性染料产能也已有相当规模。染料 行业属于充分竞争行业，近几年来，境内外染料产能增加，市场竞争有加剧迹象。 （编辑 袁冠琳） ...

Group 1 - The article highlights a significant surge in gold prices, with a rare "apocalyptic rise" pushing prices above $5,200 and $5,300, marking a single-day increase of over $100 [3] - UBS reports that since December 2025, at least 75% of gold price fluctuations are attributed to U.S. policy changes, with a model indicating that 68% of gold price movements since January 2025 are due to U.S. policy changes, increasing to 76% since December 2025 [5] - The article notes that the impact of policy factors may still be underestimated, with significant market structure changes linked to threats against the independence of the Federal Reserve [6] Group 2 - The dye industry is experiencing price increases, with core intermediates for disperse dyes rising by 50% this year due to environmental inspections and rising raw material costs [8] - Key companies in the dye sector include Zhejiang Longsheng, Guotu Co., Jihua Group, Yabong Co., and Annuoqi, all benefiting from price increases and improved market concentration [9] - Agricultural stocks are also noted, with corn and wheat prices rising, indicating strong expectations for international grain prices amid a backdrop of U.S. interest rate cuts and declining inventory ratios [8] Group 3 - The article discusses the performance of various commodities, with copper prices increasing by 15.4% over the past week and 113.8% over the past quarter, while the Baltic Dry Index has decreased by 11.5% over the past quarter [10] - The storage chip sector is highlighted, with companies like Micron and Seagate experiencing significant stock price increases, and price hikes of 15% to 80% announced for various storage products [13][21] - The article mentions that the first quarter is typically a favorable time for price increases, with expectations for further price signals as the spring construction season approaches [11]

Core Viewpoint - The dispersed dye sector has seen a collective surge, with stocks such as Zhejiang Longsheng, Runtou Co., and Yabong Co. hitting the daily limit, driven by rising prices of core intermediates and dyes [1] Group 1: Market Performance - The dispersed dye concept stocks collectively rose, with Zhejiang Longsheng, Runtou Co., and Yabong Co. reaching the daily limit [1] - Other companies like Jinjiji Co., Jihua Group, and Annuoqi also experienced gains [1] Group 2: Price Dynamics - According to a report from CITIC Securities, the price of the core intermediate for dispersed dyes, reducing agents, has increased from 25,000 to 38,000, marking a 50% rise [1] - On January 22, the price of dispersed black dye increased by 1,000 yuan, with expectations for continued price increases in the future [1]

吉华集团发行费用总额为8,751.76万元，其中承销保荐费7,795.57万元。 2018年年度权益分派实施公告显示，本次利润分配及转增股本以方案实施前的公司总股本 500,000,000股为基数，每股派发现金红利0.45元（含税），以资本公积金向全体股东每股转增0.4股， 共计派发现金红利225,000,000元，转增200,000,000股，本次分配后总股本为700,000,000股。 中国经济网北京1月22日讯 吉华集团(603980.SH)今日收报5.75元，跌幅3.20%。目前该股处于破 发状态。 吉华集团于2017年6月15日在上交所主板上市，发行数量为10,000万股，发行价格为17.20元/股， 保荐机构（主承销商）为安信证券股份有限公司（现为"国投证券股份有限公司"），保荐代表人为袁 弢、湛瑞锋。 吉华集团首次公开发行募集资金总额172,000.00万元，扣除发行费用后，募集资金净额为 163,248.24万元，分别用于"年产11250吨高性能分散染料、7500吨高溶解性高强度酸性系列染料、 11250吨高溶解性高强度直接系列染料、10000吨活性系列染料项目""年产3000吨1-氨基蒽醌技 ...

Investment Rating - The industry investment rating is "Outperform the Market - A" [5] Core Insights - The industry is experiencing a dual transformation in cost and structure due to high dependence on key intermediates, particularly 2-chloro-4-nitroaniline, which is essential for the production of disperse dyes [1] - The concentration of the disperse dye industry is increasing, with a CR4 of 70.69%, as stricter environmental regulations lead to the exit of non-compliant small and medium enterprises [2] - The implementation of carbon neutrality policies is expected to limit capacity expansion and further concentrate market share among companies with superior energy-saving and environmental protection technologies [2] Summary by Sections Industry Overview - The disperse dye industry is heavily reliant on key intermediates, which may lead to increased production costs and potential market consolidation [1] - Environmental regulations are tightening, resulting in a higher concentration of the industry and the exit of non-compliant firms [2] Company Recommendations - Recommended companies include: - Zhejiang Longsheng: 300,000 tons of dye and 100,000 tons of additives capacity, leading market share [3] - Runtu Co., Ltd.: 118,000 tons of disperse dye capacity [3] - Jihua Group: 75,000 tons of disperse dye capacity [3] - Yabang: Leading in anthraquinone structure disperse dyes [3] - Annoqi: 40,000 tons of disperse dye capacity [3] - Fulai Ant: 24,000 tons of disperse dye capacity [3] - Wanfeng: 10,000 tons of disperse dye capacity, with expansion plans [3] Market Performance - The industry has shown strong relative and absolute returns over the past months, with a 30.3% increase over 12 months [8]